Financial Discovery | Mana Advisory

Tell us about yourself.

Everything you share here stays between you and your advisor. Approximate answers are completely fine — we are building a picture, not filing a tax return.

👤 Personal Information

First Name

Last Name

Date of Birth

Email Address

Phone Number

💼 Work & Income

Occupation / Job Title

Employer

Annual Gross Income

Marital Status

Employer Retirement Plan?

Does your employer offer a match?

Yes — I receive a match

No match offered

Not sure

Capturing every dollar of an available employer match is the first rule of accumulation.

🎯 Retirement Goals

Target Retirement Age

Annual Income Goal in Retirement

How do you feel about your current plan?

💭 What Matters Most to You

Biggest Financial Concerns Right Now (select all that apply)

Not saving enough

Paying too much in taxes

Protecting my income

No clear retirement plan

Debt management

Life insurance coverage

Market volatility risk

Leaving a legacy

Anything else you want your advisor to know before your meeting?

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Where does your money live?

Check every account type you currently have. Add balances and monthly contribution amounts where you know them — estimates are perfectly fine.

📊 How You Currently Save & Invest

Account Type Current Balance Monthly Contribution

Total Monthly Savings $0 / mo

🛡️ Protection Coverage

Coverage Type In Force? Monthly Premium Company / Coverage Amount

📋 A Few Quick Questions

Are you familiar with tax diversification in your savings strategy?

Yes, I think about this

Somewhat familiar

Not really

Never heard of it

Have you had a comprehensive financial review in the last 2 years?

Yes

It has been a while

✓

You are all set.

Your Macro Balance Perspective discovery form has been received. Your advisor will review everything before your meeting and come prepared with a personalized framework built around your numbers.

Your Submission Summary

Questions before your meeting? Reach out anytime.
Mana Advisory